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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

210 hedge funds and large institutions have $964M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
210
Holders Change
+22
Holders Change %
+11.7%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
114
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$38.1M
2
Wells Fargo
2
Wells Fargo
California
$40.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$36.3M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$21M
5
MFG
5
Monumental Financial Group
Maryland
$21.3M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$1.2M
2
CIM
2
Confluence Investment Management
Missouri
$0
3
OFS
3
OneAscent Financial Services
Alabama
$0
4
NA
4
NewEdge Advisors
Louisiana
$33M
5
APP
5
Avantax Planning Partners
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Probity Advisors
Texas
$2.99M +$292K +12,672 +11%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$2.83M -$726K -31,465 -20%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$2.81M +$838K +36,349 +43%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$2.76M -$104K -4,493 -4%
LF
55
Lantz Financial
Illinois
$2.76M +$440K +19,097 +19%
SWM
56
Stockman Wealth Management
Montana
$2.74M +$309K +13,385 +13%
SA
57
Sanctuary Advisors
Indiana
$2.64M +$2.41M +105,682 +1,019%
SC
58
Stephens Consulting
Michigan
$2.51M +$200K +8,680 +9%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$2.51M +$614K +26,629 +32%
SCM
60
SCS Capital Management
Massachusetts
$2.44M +$4.36K +189 +0.2%
AWP
61
Accretive Wealth Partners
New Jersey
$2.36M +$43K +1,866 +2%
HF
62
HRT Financial
New York
$2.36M +$2.36M +102,131 New
WANY
63
Wealthspire Advisors (New York)
New York
$2.34M +$415K +17,985 +21%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$2.18M -$191K -8,261 -8%
CIC
65
Carnegie Investment Counsel
Ohio
$2.1M +$2.1M +90,865 New
ADL
66
Asset Dedication LLC
California
$2.07M -$870K -37,706 -30%
AF
67
Allworth Financial
California
$2.06M -$125K -5,437 -6%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$2.02M +$74.9K +3,248 +4%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.95M +$902K +39,135 +86%
GAM
70
Gould Asset Management
California
$1.88M -$392 -17 -0%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$1.88M +$93.8K +4,066 +5%
PGA
72
Portland Global Advisors
Maine
$1.83M +$300K +13,026 +20%
SFB
73
STAR Financial Bank
Indiana
$1.79M +$550K +23,862 +44%
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$1.79M +$1.79M +77,455 New
Citadel Advisors
75
Citadel Advisors
Florida
$1.78M +$564K +24,459 +46%
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